See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $923,619 | $85,202+984.0% | $172,739+434.7% | $72,985+1165.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.97% | 27.32%-23.4pp | 802.84%-798.9pp | 81.00%-77.0pp |
| Employer contribution / active EE | $34,693 | $3,324+943.6% | $5,143+574.6% | $2,440+1321.9% |
| Participant deferral / active EE | $9,334 | $3,260+186.3% | $5,198+79.6% | $3,607+158.8% |
| Admin fee / account holder | $13,847 | $5,884+135.3% | $13,954-0.8% | $5,124+170.2% |